New Company Addition Workflow
planned
Ryan Seymour
I am trying to streamline the onboarding of a new company into the CS portal. When creating a new company, the system will automatically apply any of the Global scheduler settings (Scan, Patch, and Report options).
The ask: Is there a way to have an option like a checkbox to 'exclude Global schedules' from a newly added company automatically at creation?
What I am finding is the experience is very manual when creating a new company and needing to remove them from the Global schedulers. Each of the setups have to be clicked into one a time to 'deny' the newly added company.
Example here > I have to manually go in and edit each of the lines. It would be nice to have a simple checkbox or toggle indicator that allows us to 'exclude from Global' or something alike.
Ryan Seymour
Merged in a post:
Exclude from Global Schedule Option
S
Support
An option (checkbox or toggle) during company creation to exclude the new company from Global schedules automatically which avoids the need to manually edit every global scheduler each time
Ryan Seymour
marked this post as
planned